Roger A. Albrecht

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Profilo

Mr. Roger A. Albrecht is an Executive Vice President & Portfolio Manager at Mid-Continent Capital LLC.
He joined Mid-Continent in 2006 following its merger with the affiliated firm, Bufka & Rodgers.
Mr. Roger Albrecht began his career in investments in 1990 as a Research Analyst for Morningstar, Inc. For three years, he conducted quantitative mutual fund research for its flagship publication Morningstar Mutual Funds.
From 1993 up to 1995, he was a Portfolio Manager at First Colonial Bankshares & Trust Company of Chicago (later merged into Firstar Investment Research & Management Corporation (FIRMCO) managing high net worth client investment portfolios.
In late 1995, Mr. Albrecht joined Harris Bank & Trust Company as a Vice President and Senior Portfolio Manager and for eight years was responsible for designing investment portfolio strategies for high net worth clients, researching debt and equity markets and securities and implementing market transactions.
He was a member of the Harris Equity Security Selection committee and a member of the Harris Tactical Asset Allocation committee.
Mr. Albrecht joined Bufka & Rodgers in 2003 as a Vice President and Portfolio Manager.
Mr. Albrecht received his BS degree in Finance from Illinois State University in 1990, his MS degree in Finance with Distinction in 2000 from DePaul University and was awarded the CFA charter in 1993.
He is a member of the CFA Institute and the CFA Society of Chicago.
He volunteers as an advisory board member of Campton United Soccer Club where he served as a past President for 8 years; he is also the Chairman of the Investment Committee for Fox Valley Hands of Hope where he served as Trustee for many years.

Precedenti posizioni note di Roger A. Albrecht

Società	Posizione	Fine
Mid-Continent Capital LLC Mid-Continent Capital LLC Investment ManagersFinance MCC seeks to preserve and grow the wealth of their clients while maintaining diversification. The firm uses a combination of qualitative fundamental research and quantitative screening methods to identify companies they would choose to invest in for their various equity strategies: GARP, Consistent Growth, Large Value, and Focused Opportunity. They tend to structure intermediate duration fixed income portfolios for clients.	Gestore di Portafoglio-Azioni	21/04/2022
Bufka & Rodgers LLC Bufka & Rodgers LLC Investment ManagersFinance BR employs an approach to managing client portfolios that they believe is increasingly unique in the investment counsel industry. As to security selection, they believe that modest expectations yield modest results. When searching for candidates for inclusion in equity portfolios, the firm feels that only the exceptional stock deserves attention. 'Lowering the bar' to include the merely above average invariably dilutes portfolio performance and dissipates the firm's research efforts. Normally, BR has a bias toward companies showing strong and sustainable growth for company-specific reasons. They avoid selling stocks merely because they have risen in price. The firm looks at historical characteristics of a stock, such as minimum multiples of sales, earnings, cash flows, dividends or book values. When a company's financial record is insufficient to establish these risk parameters, the firm frequently turns to alternative investment vehicles that allow for substantial appreciation but mitigate the possibility of significant loss, namely, convertible securities. In constructing portfolios, BR believes that diversification typically reflects a desire to avoid important decisions, not a true desire to reduce risk. They only manage separate portfolios and do not commingle clients' assets for the purpose of reducing costs and achieving economies of scale. Because BR does not begin with a market index in mind when building and managing portfolios, the firm's emphasis is on outperforming these indexes over years, not weeks or months.	Gestore di Portafoglio-Azioni	31/12/2005
Harris Bank Harris Bank Major BanksFinance Provides commercial banking services	Gestore di Portafoglio-Azioni	01/10/2003
First Colonial Bankshares Corp. First Colonial Bankshares Corp. Major BanksFinance Commercial banking	Gestore di Portafoglio-Azioni	01/01/1995
MORNINGSTAR, INC.	Corporate Officer/Principal	31/12/1992

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Aziende private	7
First Colonial Bankshares Corp. First Colonial Bankshares Corp. Major BanksFinance Commercial banking	Finance
Mid-Continent Capital LLC Mid-Continent Capital LLC Investment ManagersFinance MCC seeks to preserve and grow the wealth of their clients while maintaining diversification. The firm uses a combination of qualitative fundamental research and quantitative screening methods to identify companies they would choose to invest in for their various equity strategies: GARP, Consistent Growth, Large Value, and Focused Opportunity. They tend to structure intermediate duration fixed income portfolios for clients.	Finance
Bufka & Rodgers LLC Bufka & Rodgers LLC Investment ManagersFinance BR employs an approach to managing client portfolios that they believe is increasingly unique in the investment counsel industry. As to security selection, they believe that modest expectations yield modest results. When searching for candidates for inclusion in equity portfolios, the firm feels that only the exceptional stock deserves attention. 'Lowering the bar' to include the merely above average invariably dilutes portfolio performance and dissipates the firm's research efforts. Normally, BR has a bias toward companies showing strong and sustainable growth for company-specific reasons. They avoid selling stocks merely because they have risen in price. The firm looks at historical characteristics of a stock, such as minimum multiples of sales, earnings, cash flows, dividends or book values. When a company's financial record is insufficient to establish these risk parameters, the firm frequently turns to alternative investment vehicles that allow for substantial appreciation but mitigate the possibility of significant loss, namely, convertible securities. In constructing portfolios, BR believes that diversification typically reflects a desire to avoid important decisions, not a true desire to reduce risk. They only manage separate portfolios and do not commingle clients' assets for the purpose of reducing costs and achieving economies of scale. Because BR does not begin with a market index in mind when building and managing portfolios, the firm's emphasis is on outperforming these indexes over years, not weeks or months.	Finance
Harris Bank Harris Bank Major BanksFinance Provides commercial banking services	Finance
Morningstar, Inc. Morningstar, Inc. Financial Publishing/ServicesCommercial Services Operates as a investment insights company that provides investment and wealth management & credit rating services	Commercial Services
DePaul University DePaul University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Illinois State University Illinois State University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services